Apps - Stuart Lunn, informationworks

Stuart Lunn, Infoworks

AppsInformation Systems in the Third Sector


Information Systems in the Third Sector

• Approaches & technologies• Organisational Evolution• Trends• Case reviews • Opportunities• Conclusions


Desktop Desktop/Hosted

Browser

Browser/Desktop

IS approaches & technologies – 7 click history

Charity PackagesFundraising, Membership…

CRM PackagesBespoke

In house

Microsoft

Open Source

Raiser’s Edge,

ThankQ, Care, iMIS, IRIS,

SodalitaS etc

General

Open SourceOpen Source

DOS

Access

SQL Server

VB

.NET etcASP

Outsource


IS approaches & technologies

Outsource

In house

Microsoft CRM

General CRM

Charity Packages

Open Source

Access

SQL Server

.NET etc


CLOUD

IS approaches & technologies

Outsource

Bespoke

Browser

.NET etc

SQL

In house/Outsource

Bespoke

Desktop

Access

Access/SQL

Microsoft CRM

Desktop/Browser

General CRM

Desktop/Browser

Charity Packages

Proprietary

Desktop/Browser

Open SourceCharity

Packages/CRM

Desktop/Browser


IS approaches & technologies – where it’s at

Outsource

Bespoke

Browser

.NET

SQL

In house /Outsource

Bespoke

Desktop

Access

Access/SQL

Microsoft CRM

Desktop/Browser

General CRM

Desktop/Browser

Charity Packages

Proprietary

Desktop/Browser

Open SourceCharity

Packages/CRM

Desktop/Browser

IS evolutionSize

Other


Evolution

management

activity

manual administrationspreadsheet

Access Database

activity activity activity

manual administration



Evolution

management

activity

Access Database

activity activity

activity


activity

activity

activity



Evolution

management

activity

Access Database

activity activity activity

Access Database

activity

activity

activityactivityactivity

activity


pressure

activity


Evolution - scenario 1

activity

Access Database

activityactivity activity

Access Database

activity

activity activityactivity activity activity activity

Access Database Access

DatabaseAccess Database

Access Database

Access Database

managementpressure


Evolution - scenario 1 – ad hoc

management


activity


Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

Access Database

activity activity

activity activity

activity activity

activity activity

activity activity

activity activity

Access Database

Access Database

Access Database

Access Database


Evolution - scenario 2

Management

activity

Access Database


Access Database

activity




Access Database

Access Database

IS Strategy

pressure


Management

Combination

Evolution - scenario 2 – getting organised

activity

Access Database


Access Database

activity




Access Database

Access Database

IS Strategy


Management

CharityPackage

Core Information System

Evolution - scenario 2 – getting organised

activity

Function


Function

activity


Function

Function

Outsourced operation

Specialist Package

Function

IS Strategy


Management

CharityPackage


Evolution - scenario 2 – “organised”

activity

Function

activityactivity

activity

Function

activity

activity activityactivity activity

activity activity

Function

Function


Specialist PackageFunction

IS Strategy

activity

activity activity

Access Database

Access Database

Access Database


Management

CharityPackage


Evolution - scenario 3 - “organised”

activity

Function

activityactivity

activity

Function

activity

activity activityactivity activity

activity activity

Function

Function


Specialist PackageFunction

IS Strategy

activity

activity activity

Access Database

Access Database

Access Database

activity

activity activityactivity

activity

activity

activity

activity

activity

Access Database

Access Database

activity

activity

Access Database

activity

Change Budget Cut

–> disorganised –> ad hoc


Evolution – Getting and Staying Organised

• Early stages• Getting organised • Organised• Disorganised• Ad hoc

How to get organised? - integrated Organisational/IS strategy - CIS Core activities belief

How to stay organised - time & £s IS strategy & CIS- keep management engaged

- Annual review of IS strategy - ¼ly review of “Activity-IS Support Summary”


Activity-IS Support Summary – where you’re at

Activities Current IS Support Planned IS Support

Membership CIS does all ex…. Fix issues reported

Help Line Manual Extend CIS/Specialist package?

Fundraising CIS does all n/a

Training N/a O/S Event management system

Advocacy N/a Neil’s ambassador system idea

Accounts Exports donations n/a

ESF KJJ Project N/a manual CIS proj module


Trends

• Cost falls • Market change• Data driven• Package / bespoke• Stability, longevity &

mobility


Trends

Competition • Economic climate• CRM push• Initial cost

Browser apps• Releases, Support,

Training, Help– DIY / video

• Running costs


mobility


Trends

Cloud

- Browser CRM- Browser Bespoke

Charity packages ->– Commoditization – Concentration

Technology– Cloud – Mobile


mobility


Trends

• IS higher level jobs – Data driven workflow– Data driven graphics

Examples


mobility


Data driven functionalityNormal functionality vs.

If ExistingStatus = New proposalAnd NewStatus = Submitted proposalThen

If Sessions = blank then Warning =“Session must not be blank”

If SessionHours = blank then Warning =“Session hours must not be blank”

If ActivitySessionStartTimes = blank then Warning =“Session Start Times must not be blank”…

Software Datavs.


Data is cheap; software is expensive.


Trends

• IS higher level jobs – Data driven workflow– Data driven graphics

Examples


mobility


Trends – data driven graphics – visual thesaurus


Trends – data driven graphics – visual thesaurus

Imagine:

Contact – Cases – Actions

Expensive now…


Trends – data driven graphics – imagine a radar to-do list

…where next?


Trends


mobility

CRM & Charity Packages - Add-ins- Bespoke extension - Integration


Trends

• Spec• Prototype• Build

• Flexibility• Variable quality

• Self-install• Reliable• Monolith

Package / Bespoke Convergence before

Package Bespoke


framework

Trends

Core

• Consult• Configure• Bespoke API• Add-ons

• Spec• Framework• Generate from spec• Expose spurs

A

Add-onvol

donor

vol

…

volunteer

donor

…

mem

• Look and feel• Reliability• Time• Costs

CB

Bespoke

Package / Bespoke Convergence now

Package Bespoke


Spur of information system exposed

SQL Main system

Online enrolment

New Courses

Call Centre


Case Review 6 - screenshots


framework

Trends

Core

• Consult• Configure• Bespoke API• Add-ons

• Spec• Framework• Generate from spec• Expose spurs

A

Add-onvol

donor

vol

…

volunteer

donor

…

mem

• Look and feel• Reliability• Time• Costs

CB

Bespoke

Package / Bespoke Convergence now

Package Bespoke

CONVERGING, but still

fit for different purposes and different situations


Trends

• 90’s wisdom– 3-5 years

• Now • Access 15

• Web apps 9

– Extend & Adapt– Mobile deployment

• Cost falls • Desktop Browser• Market change• Data driven• Integration & tailoring• Package / bespoke• Stability, longevity &

mobility


Case reviews

• 1. Legal advice charity • 2. Local council• 3. Small Grant Giving Trust


Case Review 1 - Legal advice charity

Advice centres send in ‘legal question’ forms with supporting docs.

Enter in Access db, check, categorise, ID appropriate law firm, see if they’ll take the case.

If OK send case files. If no keep calling …

Eventually ‘question’ sent back answered to us, we post to client, check happy, close case

Better way?


AdminWeb App(asp.net/SQL)

email

Case Review 1 - Legal advice charity

InternalAccess

DB

Advice Agency

Lawyers

email

Changed business processes

- Data driven workflow & email integration

Web self service…- Efficiency- Boundaries…


Case Review 2 - Local council

Helpline to buy parking permits, school meals, book garden waste collections etc.

Pressure to reduce admin costs.

• Suggestions?


Council Website

Case Review 2 - Local council

MS Dynamics CRM

Permits

GWC

Meals

MS BizTalk

WebServices

ClientCall centre


Case Review 2 - screenshots

… x 20


- Quality - Reliability

Web based self service- Efficiency- Boundaries


Case Review 3 - Small Grant Giving Trust

– Receive requests for funds from people in hardship

– Post form

– Applicant completes and returns

– Form input to Access database

– If successful give grant for cooker, fridge, etc

• Perfect for web based self service?



InternalAccess

DB

website

Exchange

Applicant

Application Form

(Word)

Normal processing



InternalAccess

DB

website

ExchangeApplication

Form(Word)

Agency

Fileserver

Adapted & extended!!


- Quality

Email/Access/Web based self service

- Efficiency


Strategic Opportunities

• Fundamental change– Change & standardise business processes - data driven functionality

• Inside-Out– Break int/external boundaries– Growth & efficiency savings - self service

• Adaptation & extension – Squeeze value


Conclusions & Discussion

• Where it’s at with Apps– package, access, bespoke, crm

• Trends – costs, browser, cloud, market, data driven, convergence, longevity,

mobility• Strategic opportunities

– fundamental change, inside-out, adapt & extend

• Strategy is king– know your org, study others, create vision, push thru & keep watch

Apps - Stuart Lunn, informationworks

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